Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

Van Hesser's 3 Things in Credit - A KBRA Podcast
21/11/2025 11 min Episodio 223

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Episode Synopsis

This week, our 3 Things are:Home Depot’s warning. Consumer durability is under pressure.Private credit growth. Tracking leveraged finance growth is more relevant. AI bubble and credit. Much-needed perspective on the topic of the day. 

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